Transaction Filters

Cast & Crew PCard+ has created a flexible and streamlined way to view your business transactions. Outlined below are the various ways that transactions can be filtered in Cast & Crew PCard+:

Filtering by date - Looking for a particular transaction that took place between certain dates? Select the quick date filter buttons on the right of the Transactions page to view transactions that took place in the past week, month, or year. You can also choose a custom start date and an end date from the calendar selector.

Filtering by transaction type - there are a couple transaction types that can occur, and the transaction filters provided give you the quick access to find the transactions you're looking for. Settled transactions are transactions that are complete, and the amounts of those transactions are final. Pending transactions are transactions that have been authorized for that amount, but the amount of the transaction may change once it is settled (e.g. restaurant bills where tip is later added). Declines are transactions that were unsuccessful, so no money movement has occurred, but it may be interesting to see where your employees are trying to spend money. Loads are completed transfers that you've initiated into Cast & Crew PCard+.

Filtering by card - On the Transactions page, choose a card from the "Cards" filter menu. You can also filter from the main dashboard by clicking on the categorized bar next to the card name. This will give you a filtered view of that card's transactions by category.

Filtering by tag - Search tagged transactions by selecting a tag from the tag dropdown. You can also filter by multiple tags by simply selecting the desired tags from the dropdown list or using the 'Select All' option. Note that you must have already tagged transactions to be able to filter by tag, and tags can only be created by expanding individual transactions. For more information on tags, please see this article on Tags.

Filtering by category - Filtering by category allows you to locate transactions made in a certain spend category. For example, during tax time, you may need to know how much you've spent on transportation. With the spend category filter, now you can easily track down these expenses. There are two ways to filter by spend category. Go to the main dashboard where you will see a circle graph titled "Categorized Purchases". Clicking on a portion of the graph will show you all transactions in that category. You can also filter by category on the Transactions page where you will see a "Select Categories" dropdown menu.

Filtering with Search - The search bar at the top of Transactions allows you to search all your transactions that match your search query. Any match made in a transaction's merchant name, tag, or card user will display as a result.